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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $151,142 | $106,923+41.4% | $84,023+79.9% | $152,909-1.2% |
| Participation rate | 50.0% | 75.3%-25.3pp | 69.0%-19.0pp | 82.5%-32.5pp |
| Annual return | 19.53% | 105.02%-85.5pp | 71.32%-51.8pp | 345.46%-325.9pp |
| Employer contribution / active EE | $1,642 | $2,735-40.0% | $1,984-17.2% | $4,764-65.5% |
| Participant deferral / active EE | $4,777 | $4,013+19.0% | $3,239+47.5% | $5,851-18.4% |
| Admin fee / account holder | $21,442 | $8,289+158.7% | $6,102+251.4% | $11,601+84.8% |